Articles on: Approving expenses

How to approve expenses on behalf of a colleague?

Steps for the original approver

Ensure that you are logged into the Klippa Web App with your account.

Navigate to settings in the left side menu. Scroll down to find the delegation setting.

Click on the green plus sign and select the user to whom you want to grant authorization. Choose the roles to delegate and click Save.

Note: The authorised approver can only perform tasks associated with the roles both of you possess.

Steps for the authorised approver

Ensure that you are logged into the Klippa Web App with your account.

Select your name in the upper right corner of the screen and then choose the person on whose behalf you want to approve an expense.

Approve the expense as usual.

Tip: It is possible to grant the Admin user the rights to approve for all users. Contact Support for assistance if you want to use this function .

Updated on: 30/01/2024

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